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Money
Understand revenue figures
Read client and proposal totals and investigate differences from pipeline or payment records.
Updated September 13, 2026 2 min read
Use this when
Use this guide when you need to distinguish commercial value, invoice balances, provider payments, and collected cash.
Open /admin/revenue to review recorded client value and accepted proposals. The current screen calculates its figures from client and proposal records. It does not report cash collected from a payment provider.
What the figures mean
| Figure | Source in the current application |
|---|---|
| Monthly recurring revenue | Monthly values on active client records |
| One-time value | One-time values recorded on client records |
| Average client value | Active-client monthly total divided by the active-client count |
| Industry breakdown | Active-client monthly values grouped by industry |
| Accepted proposal value | Monthly totals on accepted proposals |
The MRR timeline is derived from client status and contract-start dates, falling back to record creation dates when a start date is missing. Treat it as a view of your recorded client data, useful for spotting a trend, rather than an immutable ledger of every invoice, payment, and contract change that ever happened.
Investigate a difference
- Identify the figure and the records included in it. Compare monthly value with monthly value; keep one-time amounts separate.
- Open the relevant client or proposal and check status, amount and dates against the agreement.
- Compare with Pipeline only after checking what that view counts. An opportunity amount, a client agreement and an accepted proposal can represent different stages of the same business.
- Correct a demonstrated source-record error through its supported edit flow, then reload Revenue.
Do not change a record merely to make two reports agree. If the inputs are correct and the calculation still differs, report the expected formula and example record IDs to the technical owner.
What to know
Availability depends on enabled modules, workspace permissions, provider connections, and the current installation. Check the recorded status before relying on a live result.
Next: Review Today to see how this work fits into the daily operating flow.